Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,082,959
+$1,738,386 QoQ
Shares Held
6,739
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#1,377
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026TRUE Private Wealth Advisors holds $27,309,850 across 8 Drug Manufacturers - General names. LLY ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
6,739 | $8,082,959 | |
| 2 | JNJ |
Johnson & Johnson
|
26,804 | $6,807,411 | |
| 3 | ABBV |
AbbVie Inc.
|
24,787 | $6,237,400 | |
| 4 | MRK |
Merck & Co., Inc.
|
27,029 | $3,473,226 | |
| 5 | PFE |
Pfizer Inc
|
66,968 | $1,612,589 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
9,727 | $560,469 | |
| 7 | AMGN |
Amgen Inc
|
808 | $292,592 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,925 | $243,204 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,082,959 | 6,739 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,344,573 | 6,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,660,319 | 7,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,640,859 | 7,393 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,742,017 | 7,366 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,673,175 | 6,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,282,796 | 6,843 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,054,513 | 6,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,567,166 | 8,358 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,989,970 | 8,985 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,297,576 | 9,088 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,864,249 | 9,056 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,510,649 | 9,618 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,783,801 | 11,018 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,327,521 | 11,829 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,850,451 | 11,908 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,810,675 | 11,753 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,173,838 | 11,083 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,056,926 | 11,067 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,553,564 | 11,052 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,803,586 | 12,215 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,287,424 | 12,244 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,278,833 | 13,497 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,010,259 | 13,581 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,222,668 | 13,538 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $2,300,809 | 16,586 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||